IVV icon

iShares Core S&P 500 ETF
IVV

Overview Fund Activity

1,599 hedge funds and large institutions have $99.5B invested in iShares Core S&P 500 ETF in 2018 Q4 according to their latest regulatory filings, with 264 funds opening new positions, 719 increasing their positions, 459 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,599
Holders Change
+165
Holders Change %
+11.51%
% of All Funds
35.68%
Holding in Top 10
508
Holding in Top 10 Change
+68
Holding in Top 10 Change %
+15.45%
% of All Funds
11.34%
New
264
Increased
719
Reduced
459
Closed
80
Calls
$46.6M
Puts
$36.8M
Net Calls
+$9.84M
Net Calls Change
-$39.2M

Top Buyers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$491M
2
NMIMC
Northwestern Mutual Investment Management Company
Wisconsin
+$450M
3
Bank of America
Bank of America
North Carolina
+$368M
4
MCM
Moore Capital Management
New York
+$365M
5
BA
Bridgewater Associates
Connecticut
+$352M

Top Sellers

1
CWM
Cornerstone Wealth Management
Missouri
-$7.19B
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.22B
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$734M
4
Wells Fargo
Wells Fargo
California
-$541M
5
CIA
Choate Investment Advisors
Massachusetts
-$341M
Name Holding Trade Value Shares
Change 		Shares
Change %
NSIM
776
North Star Investment Management
Illinois
$3.17M +$761K +3,026 +32%
FCT
777
Family Capital Trust
Massachusetts
$3.17M -$62.4K -248 -2%
NL
778
NVWM LLC
Pennsylvania
$3.16M +$3.03M +12,026 +2,256%
MWM
779
Mission Wealth Management
California
$3.15M +$13.8K +55 +0.4%
LWM
780
Liberty Wealth Management
California
$3.15M +$3.15M +12,525 New
State Street
781
State Street
Massachusetts
$3.15M +$3.15M +12,494 New
FPCP
782
Fort Point Capital Partners
California
$3.14M +$961K +3,819 +44%
SJIM
783
St. Johns Investment Management
Florida
$3.13M -$35.2K -140 -1%
UIA
784
UBP Investment Advisors
Switzerland
$3.08M – – –
IWMA
785
Ironwood Wealth Management (Arizona)
Arizona
$3.07M +$246K +979 +9%
JIP
786
Jaffetilchin Investment Partners
Florida
$3.06M +$52.3K +208 +2%
S
787
SignatureFD
Georgia
$3.06M -$319K -1,269 -9%
BAMG
788
Brand Asset Management Group
Missouri
$3.05M +$142K +565 +5%
PP
789
PDS Planning
Ohio
$3.04M +$24.9K +99 +0.8%
DC
790
Davenport & Co
Virginia
$3.04M +$150K +595 +5%
WCM
791
WealthBridge Capital Management
Ohio
$3.04M +$3.04M +12,065 New
VAG
792
VisionPoint Advisory Group
Texas
$3.03M +$3.03M +12,033 New
PFA
793
Pure Financial Advisors
California
$3.02M +$2.33M +9,255 +335%
PGFC
794
Peapack-Gladstone Financial Corp
New Jersey
$3M +$877K +3,485 +41%
MHS
795
M Holdings Securities
Oregon
$2.99M +$2.09M +8,314 +233%
KL
796
KWMG LLC
Kansas
$2.99M -$571K -2,269 -16%
1NWS
797
1 North Wealth Services
Maryland
$2.98M +$2.98M +11,857 New
HT
798
HighTower Trust
Texas
$2.98M +$49.3K +196 +2%
QCG
799
Quadrant Capital Group
Ohio
$2.98M +$194K +775 +7%
PWAP
800
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$2.98M +$574K +2,281 +24%
30 31
32
33 34